Walk-in | Equity Advisor

Motilal Oswal Financial Services (MOFSL); Mumbai; On-site; INR 600,000 - 850,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking an equity advisory professional to support the research team in delivering high-quality guidance to clients. The role involves portfolio guidance, broking revenue generation, cross-selling products like structured equity portfolios, derivatives, semi-algo software, and Insurance, while building long-term relationships and ensuring regulatory compliance.

The candidate will maintain high client engagement, interpret market trends, and provide

Qualifications

• Excellent communication, client-management and relationship-management skills as core delivery expectations.
• Ability to interpret market trends and convert insights into actionable recommendations.
• High integrity, discipline and compliance orientation are essential.
• Ability to work in a fast-paced, market-driven tele-sales environment and meet targets.

Skills

Excellent communication

Client-management

Relationship management

Internal stakeholder management

Market interpretation

Job description

Job Purpose:

To provide high-quality equity advisory shared by research team and portfolio guidance to clients, generate broking revenue and selling other products like structured portfolio of equity and derivative segments, semi algo based software, Insurance. Also, build long-term customer relationships while ensuring full compliance with regulatory and organizational standards and continue to keep maximum customers trade active by completing daily efforts requirement and continue to improve knowledge levels under guidance of expert training team.

Key Deliverables:

• Passion to grow career in the financial market and hunger to learn relentlessly
• Excellent communication, client-management, relationship management skills along with internal stakeholder management skills.
• Ability to interpret market trends and convert insights into actionable recommendations
• High level of integrity, discipline, and compliance orientation.
• Ability to work in an agile, fast-paced, market-driven environment along with meeting tele sales targets consistently